Protecting Your Gifts with Crummey Trusts
Are you concerned about giving significant amounts of cash to your children or grandchildren and not knowing how they will use it? A Crummey trust…
Is a Dynasty Trust right for you?
With the Biden administration discussing changes to the tax code, it makes sense to consider creating a family legacy, like a dynasty trust, for your…
Avoid the Pitfalls of Multi-Generational Wealth Transfer
Passing on wealth to the next generation—also called wealth transfer—is a challenge faced by many families. 70% of Multi-Generational Wealth Transfers Fail According to research,…